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Zynergy Retirement Planning’s Schwab US REIT ETF SCHH Stock Holding History

Zynergy Retirement Planning’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Buy
820,717
+14,395
+2% +$336K 10.54% 5
2026
Q1 		$17.3M Buy
806,322
+54,732
+7% +$1.2M 10.48% 4
2025
Q4 		$15.7M Buy
751,590
+5,189
+0.7% +$110K 9.66% 5
2025
Q3 		$16.1M Buy
746,401
+16,948
+2% +$361K 10.15% 4
2025
Q2 		$15.4M Buy
729,453
+38,788
+6% +$813K 10.35% 4
2025
Q1 		$14.5M Buy
690,665
+17,118
+3% +$366K 10.32% 4
2024
Q4 		$15.6M Hold
673,547
– – 11% 4
2024
Q3 		$15.6M Sell
673,547
-4,716
-0.7% -$103K 11% 4
2024
Q2 		$13.5M Buy
+678,263
New +$13.2M 10.37% 4

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $537M AUM 19% 1-Year Est. Return

Zynergy Retirement Planning's SCHH Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab US REIT ETF (SCHH) stake by 1.8% in Q2 2026, buying an estimated $336K and bringing the position to 820,717 shares worth $19.4M. The position accounts for 10.54% of the portfolio, ranked #5.

Zynergy Retirement Planning first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Zynergy Retirement Planning held 820,717 shares of Schwab US REIT ETF worth $19.4M as of Q2 2026.
  • Zynergy Retirement Planning bought 14,395 Schwab US REIT ETF shares in Q2 2026, an estimated $336K.
  • Schwab US REIT ETF made up 10.54% of Zynergy Retirement Planning's portfolio in Q2 2026, its #5 holding.
  • Zynergy Retirement Planning first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 313 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.